Silverlake Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
+2,150
| New | +$286K | 0.08% | 249 |
|
|
2024
Q1 | – | Sell |
-1,941
| Closed | -$228K | – | 245 |
|
|
2023
Q4 | $228K | Sell |
1,941
-820
| -30% | -$96.1K | 0.13% | 197 |
|
|
2023
Q3 | $297K | Hold |
2,761
| – | – | 0.17% | 164 |
|
|
2023
Q2 | $313K | Hold |
2,761
| – | – | 0.17% | 147 |
|
|
2023
Q1 | $324K | Hold |
2,761
| – | – | 0.2% | 136 |
|
|
2022
Q4 | $333K | Hold |
2,761
| – | – | 0.21% | 129 |
|
|
2022
Q3 | $296K | Hold |
2,761
| – | – | 0.2% | 131 |
|
|
2022
Q2 | $325K | Hold |
2,761
| – | – | 0.21% | 126 |
|
|
2022
Q1 | $354K | Buy |
2,761
+258
| +10% | +$33.1K | 0.2% | 137 |
|
|
2021
Q4 | $307K | Buy |
+2,503
| New | +$307K | 0.17% | 148 |
|